Senior Wealth Relationship Strategist
$88.4k - $132.6kCiti Group
Citigroup Inc. is seeking a seasoned Wealth Relationship Management Sr. Analyst in Pleasant Hill, California. This role focuses on building and deepening client relationships while offering holistic financial solutions to affluent clients. Candidates should possess strong analytical and communication skills, and a Bachelor’s degree is required. The position offers a salary range between $88,400.00 and $132,600.00, alongside comprehensive benefits including medical coverage, retirement plans, and paid time off. #J-18808-Ljbffr Citigroup Inc.
- EP Wealth Advisors is seeking a Senior Client Relationship Associate to partner with teams in maintaining client satisfaction and retention. This role involves managing client communications, resolving inquiries, and ensuring service levels are met. The candidate should...SeniorFlexible hours
- Matson, Inc. in Walnut Creek, California is seeking a knowledgeable Senior Mexico Highway Specialist. This role involves managing Mexico and cross-border transportation and requires strong relationships with customers and carriers for operational excellence. You will...Senior
- ...focused on Digital Services. The role involves leading RFx initiatives, drafting and negotiating contracts, and managing vendor relationships for optimal terms and conditions. Ideal candidates should have at least 8 years of procurement experience, strong negotiation skills...Senior
$73.5k - $131.25k
BDO USA is seeking a Tax Senior, Partnerships in Walnut Creek, California. In this role, you will advise clients on tax implications... ...organize training sessions, mentor staff, and manage client relationships while developing their analytical and tax research skills. Salary...Senior$154k - $207k
Novogradac & Company LLP is seeking a Senior LIHTC Development Consultant in Walnut Creek, California. The role involves leading low... ...credit transactions, advising developers, and managing client relationships. Ideal candidates have 9+ years of relevant experience and a...SeniorRemote job- Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Walnut Creek, California to manage client relationships and deliver personalized investment guidance. This role emphasizes a relationship-driven environment, where you’ll collaborate with a dedicated advisory team...Senior
- Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor, to manage ongoing client relationships and deliver holistic financial planning. This role requires expertise in navigating complex client needs and strong communication skills. The selected candidate...Senior
- ...financial institution is seeking an experienced Private Banker to provide high-level advising on wealth management to clients. The role includes managing client relationships, generating new business, and utilizing expertise in investments and financial planning....Senior
- ...seeking an experienced professional to manage high net worth client relationships. You will be responsible for retention and growth, building a... ...a Bachelor's degree along with 10+ years of experience in wealth management. A strong emphasis will be placed on relationship...Senior
- Charles Schwab Corporation is seeking a Senior Regional Manager in Walnut Creek, California, who will coach a team of Wealth Advisors in a collaborative environment. This leader will build relationships with internal partners and be committed to high-quality service and...SeniorWork at office
- ...requires over six years of financial services experience, with a focus on client relationship management and investment knowledge. The Private Banker will manage client relationships, advise on wealth management, and ensure an exceptional experience while adhering to risk...Senior
$216k - $288k
...Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service &... ...solution providing clients with a personal relationship, specialized service and ongoing advice... ...risk mitigation, and liquidity needs. As a Senior Regional Manager you will coach and...SeniorWork at office- StoragePRO, Inc. is looking for a Senior Facilities and CAPEX Manager to lead their maintenance department in Walnut Creek, California. This role involves overseeing operations, managing budgets, and executing property improvement projects effectively. The ideal candidate...Senior
$85k - $110k
An independent college preparatory school in California seeks an Associate Director of Admission to enhance enrollment through relationship-building and management. The role involves guiding prospective families, conducting interviews, and analyzing admissions data. Candidates...Senior- Citrix Systems is seeking a Principal Security Technology Strategist to lead and enhance security strategies for customers. This role involves building relationships with stakeholders and driving cybersecurity initiatives across various platforms. Ideal candidates will...SeniorRemote jobWork from home
$10 per hour
...you are customer focused, enjoy building relationships and providing financial advice to your... ...you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking... ...products and partner with Branch, Wealth Management and Private Bank to identify...SeniorWork experience placementWork at office$170.26k - $200.3k
U.S. Bank in Walnut Creek is seeking an Institutional Client Group Relationship Manager responsible for managing a complex portfolio of commercial loans. The ideal candidate will have over 10 years of commercial lending experience along with strong leadership, analytical...Senior- U.S. Bank is looking for a seasoned professional in Walnut Creek, CA, dedicated to acquiring and managing business client relationships. Responsibilities include financial advising, educating clients on products, and significant prospecting efforts. Candidates should have...SeniorWork at office
- Fairygodboss in California is looking for a Senior Regional Manager to lead a team of Wealth Advisors, fostering collaboration and client services. The ideal candidate will have strong financial services experience and relevant qualifications like CFP® and CFA®. This position...SeniorWork at office
- JPMorgan Chase & Co. is seeking a Business Relationship Manager Senior in Walnut Creek, California, to manage a portfolio of large business clients with annual revenues exceeding $5 million. This role involves building strong client relationships, providing tailored financial...Senior
- ...financial acumen, extensive commercial lending experience, and the ability to provide financial advice while building customer relationships. Applicants should have a Master's degree and 10+ years in commercial lending, along with proven management experience. A comprehensive...Senior
$80k - $90k
Allworth Financial is seeking a full-time Service Administrator in Walnut Creek, CA. This role focuses on enhancing client relationships and streamlining service processes to support Financial Advisors. Ideal candidates should have over ten years in financial services and...SeniorFull timeFlexible hours$60.5k - $90k
...None Job Shift: Day Job Category: Client Service Overview EP Wealth Advisors (EPWA) is a wealth management advisory firm with... ...challenges to progress in their professional careers. Summary The Senior Client Relationship Associate will partner with our wealth advisory, financial...SeniorFull timeTemporary workWork at officeFlexible hoursShift work- ...clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑... ...Advisor , you’ll manage ongoing client relationships, deliver holistic financial planning, and... ...outcomes. Coachability: Demonstrates a senior learning mindset by seeking input from peers...SeniorWork at office
$122.54k - $208.72k
SENIOR RELATIONSHIP MANAGER COMMERCIAL BANKING WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs, provides responsive, quality...SeniorRemote work- A leading financial services firm in California seeks experienced Financial Advisors dedicated to growing a practice and providing high-level advice and service to clients. Qualified candidates will have a four-year degree, CFP designation, and 7+ years of relevant experience...Senior
- Description JOB SUMMARY: The position of Senior Treasury Relationship Manager (STRM) is responsible for developing new Treasury Management business, expanding existing client relationships, and providing consultative Treasury Management solutions and services to prospective...SeniorWork experience placementWork at office
- Environmental Resources Management (ERM) is seeking a Principal Consultant for Environmental Health & Safety (EHS) to enhance safety performance for clients. You will develop innovative EHS programs, conduct audits, and deliver expert training, ensuring compliance and operational...Senior
- Regal Executive Search Logo Website Senior Tax Manager - Tax Principal Location: 1460 Maria Lane Suite 360 Walnut Creek, CA 94596,... ...payments and state tax withholding calculations. Develop client relationships and respond to client needs. Have a thorough understanding of...SeniorWork at office
$70k - $120k
...What is the opportunity? Embrace RBC Wealth Management’s core values and culture as an... ...financial advisors, clients and the team. The Senior Branch Service Manager is a player‑coach... ...area. Build and maintain professional relationships with clients by assisting them and...SeniorFull timeWork at officeFlexible hours
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